Tom Biesheuvel is the founding partner and has been the Chief Executive Officer of InConcert Financial Group, a Biesheuvel Scarpa Company since 1973. In addition to setting the strategic direction of the firm, Tom oversees all Practice Groups for the firm which includes Wealth Management, Strategic Consulting, Tax and Accounting. He is a member of The Executive Committee and sits on the Company's Board of Directors.
InConcert Financial Group is a fully integrated financial services firm dedicated to integrating all components of a client's financial picture. These include self, family, business/career and community. He provides strategic consulting services in the areas of business development, real estate, tax planning and retirement planning. To facilitate these advisory activities Tom holds Series 7, 24 and 63 securities licenses, a California Insurance License and is a CTEC Registered Tax Preparer (CTRP).
Tom holds a Bachelor of Science degree from St. Mary's College of California. In addition to teaching Strategic Business Planning at the MBA level, Tom has delivered a number of seminars in the area of tax-free real estate exchanges and business development strategies. Furthermore, he serves as CEO and as a member for the Board of Directors of Carmel Magazine. He is a member of the board of directors of West Contra Costa Business Development Center.
He counts his greatest achievements to date as: surviving cancer, being married to the same wonderful woman for 40 years, raising two exceptional daughters and being grandfather of two. His hobbies are fly fishing, snow skiing, water skiing and bocce.
*Registered Representative of and Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Heritage Capital and InConcert Group are independent of BFCFS. This communication is strictly intended for individuals residing in the states of Arizona, California, Colorado, Connecticut, Idaho, Michigan, New Hampshire, Nevada, Texas, Washington and Wyoming.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent or IA rep may only transact business in a paticular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker-dealer, investment advisor, BD agent or IA rep requirements, as the case may be.
Follow-up, individualized responses to consumers in a particular state by broker-dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for state's broker-dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.
For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her state securities law administrator.
|
